Dynamics 365 Core Finance and Operations (2/2)

This course is the continuation of Core finance and operations Part 1 and covers the rest of features and tools that are required for MB-300 exam. The same strategy as the previous course I’ve tried to simplify and summarize some complex features for a beginner.

The topics covered within this course are essential for all other Dynamics 365 certifications such as MB-310, MB-320, MB-330 (Microsoft Dynamics Finance, Supply chain and Manufacturing) and includes an overview of whole system and its different functional areas.

The way this course is designed is that, for most of topics not they are explained in theory, but it’s also demonstrated how to find and apply them in the system.

Topics covered in this course:

• Overview of Personalization within F&O

  • Difference between Customization and Personalization

  • User options

  • Implicit and Explicit Personalizations

    • Add or Remove new fields using Personalization

    • How to integrate with Power apps using Personalization

  • Personalize Workspaces and Dashboards

  • Administrate Personalizations

• Common Integrations

  • Excel Add-ins in F&O

  • how to pool data from F&O into Excel and how to publish it back into F&O

  • Excel Workbook designer

• Data Migration

  • What is Data integration

  • Data integration strategies

  • Data management workspace

  • Data management and sequence of tasks (Execution unit, Level and sequence)

• Life cycle service (LCS)

  • What is LCS?

  • Project implementation in LCS

  • Deploy environments

  • Asset library

  • Business Process Modeler (BPM)

  • Task recorder

  • LCS Issues and Supports

  • Get Product updates using LCS

• Overview of the Dynamics 365 Unified Operations mobile app

  • Expense management mobile app

  • Demonstrate how to design and create F&O Customer management in mobile app

• Reporting in F&O

  • Different types of reporting

  • Generate and explore a financial report

  • Work with Report Designer

• Overview of Batch jobs in F&O

  • Batch processing of reports and setup alerts

Learning Strategy in this course

Please give yourself at least 1 months to complete this course and practice what you’ve learned in them.

Watch the whole videos. In each video I have highlighted the points that are usually questioned in the exam.

Read all resources that I suggest to you at the end of some lectures.

Please practice all the Labs that are provided in some lectures on your own.

Please do the assignments and quizzes at the end of each module.

These are the steps that I took and passed my exam in one shot in less than 2 months.

If ready, enroll today!

Do not procrastinate any minute once you have a goal! 🙂

Arezou

Rating Distribution

• 1 stars: 7 votes
• 2 stars: 20 votes
• 3 stars: 128 votes
• 4 stars: 433 votes
• 5 stars: 481 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!